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Truist Financial
TFC

Overview Fund Activity

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$247M
2
BlackRock
BlackRock
New York
+$223M
3
State Street
State Street
Massachusetts
+$204M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$201M
5
Bank of America
Bank of America
North Carolina
+$190M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.17B
2
Dodge & Cox
Dodge & Cox
California
-$419M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$216M
4
Franklin Resources
Franklin Resources
California
-$208M
5
SCCM
Schafer Cullen Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
676
RegentAtlantic Capital
New Jersey
$1.33M +$453K +7,770 +52%
GRP
677
Global Retirement Partners
California
$1.31M +$46.9K +805 +4%
AWM
678
Atticus Wealth Management
Florida
$1.31M – – –
BFEC
679
Benjamin F. Edwards & Company
Missouri
$1.31M +$7.76K +133 +0.6%
PFO
680
Pathstone Family Office
New Jersey
$1.31M +$1.27M +21,832 +3,597%
P
681
Pitcairn
Pennsylvania
$1.3M +$817 +14 +0.1%
BWM
682
BCS Wealth Management
Tennessee
$1.29M +$401K +6,882 +45%
SC
683
Searle & Co
Connecticut
$1.29M – – –
WPA
684
West Paces Advisors
Georgia
$1.27M +$98.9K +1,696 +8%
BRWA
685
B. Riley Wealth Advisors
Florida
$1.27M +$84.5K +1,492 +7%
FTDI
686
First Trust Direct Indexing
Massachusetts
$1.27M -$758 -13 -0.1%
IB
687
Intrust Bank
Kansas
$1.27M +$52.4K +898 +4%
UTC
688
Unified Trust Company
Kentucky
$1.27M -$140K -2,410 -10%
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$1.26M -$3.32K -57 -0.3%
PGAM
690
Princeton Global Asset Management
New Jersey
$1.26M -$73K -1,251 -5%
CL
691
CSS LLC
Illinois
$1.26M – – –
WA
692
Wealth Alliance
New York
$1.26M +$244K +4,186 +24%
IA
693
IndexIQ Advisors
New York
$1.25M -$3.42M -58,698 -73%
CS
694
Comerica Securities
Michigan
$1.24M +$62.4K +1,069 +5%
ACA
695
Atlas Capital Advisors
Wyoming
$1.23M +$1.23M +21,059 New
DCM
696
Dupont Capital Management
Delaware
$1.23M -$376K -6,448 -23%
MWM
697
Meridian Wealth Management
Kentucky
$1.22M +$62.9K +1,078 +5%
SWM
698
Selective Wealth Management
Virginia
$1.22M +$350K +6,000 +40%
HB
699
Homrich & Berg
Georgia
$1.21M +$23.6K +405 +2%
PAMG
700
Patton Albertson Miller Group
Tennessee
$1.2M -$15.2K -261 -1%
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